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Richard Lee Bartholomew

Wealthcare Capital Management LLC

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About Richard Lee Bartholomew

Richard Bartholomew is a financial advisor currently registered with Wealthcare Capital Management LLC. Richard has been in the industry since 2003, and previously worked at PROEQUITIES, INC., CITIGROUP GLOBAL MARKETS INC., and MORGAN STANLEY DW INC. Richard has a broad range of experience advising individuals, businesses, and pension plans. Richard is also a Certified Financial Planner.

Firm Information

Richard Bartholomew is currently registered with Wealthcare Capital Management LLC. Wealthcare Capital Management LLC is a fee-only financial advisory firm with a focus on providing comprehensive financial planning and investment management services to individuals, families, businesses, and charitable organizations. The firm has over 30 advisors who manage over $2.5 billion in assets for their clients. Their services include financial planning, retirement planning, college savings planning, estate planning, insurance planning, and investment management. They offer a wide range of investment strategies to meet the unique needs of their clients. The firm is headquartered in Richmond, VA and has offices throughout the United States.
Wealthcare Capital Management LLC

2 JAMES CENTER

RICHMOND, VA 23219

$2.58B

Assets Under Management

Not reported

Total Clients

35

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Richard Bartholomew’s Registration & Firm History

VA

06/28/2019 - Present

Wealthcare Capital Management LLC (RICHMOND VA)

GA

07/02/2008 - 03/19/2010

PROEQUITIES, INC. (CUMMING GA)

GA

04/10/2008 - 06/30/2008

CITIGROUP GLOBAL MARKETS INC. (ATLANTA GA)

NY

01/13/2003 - 07/21/2003

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

BC

Issued 06/05/2008

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 01/29/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/09/2008

Series 7 - General Securities Representative Examination

BC

Issued 02/24/2003

Series 31 - Futures Managed Funds Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Richard Lee Bartholomew.
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